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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CANC
26
Culbertson A N & Co
Virginia
$1.3M
SWM
27
SVA Wealth Management
Wisconsin
$1.26M +$282K +9,312 +29%
CWM
28
Concert Wealth Management
California
$1.2M -$910 -30 -0.1%
ICOA
29
Investment Centers of America
North Dakota
$1.05M +$193K +6,357 +22%
VKH
30
Virtu KCG Holdings
New York
$792K +$47.6K +1,569 +6%
IA
31
IFP Advisors
Florida
$710K -$112K -3,702 -14%
RDM
32
Retirement Design & Management
Connecticut
$709K -$18.7K -618 -3%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$698K -$745K -24,558 -52%
JP Morgan Chase
34
JP Morgan Chase
New York
$595K +$104K +3,438 +21%
CA
35
Cetera Advisors
Colorado
$572K +$105K +3,468 +22%
VFA
36
Voya Financial Advisors
Connecticut
$562K +$2.27K +75 +0.4%
Stifel Financial
37
Stifel Financial
Missouri
$560K +$27.8K +918 +5%
FIM
38
Freedom Investment Management
Connecticut
$548K +$82.2K +2,712 +18%
PTC
39
Private Trust Company
Ohio
$516K -$182K -6,000 -26%
BTS
40
BB&T Securities
Virginia
$511K
DADC
41
D.A. Davidson & Co
Montana
$502K +$33.2K +1,095 +7%
UR
42
USCA RIA
Texas
$476K -$9.1K -300 -2%
BRWA
43
B. Riley Wealth Advisors
Florida
$476K +$41.3K +1,362 +10%
CW
44
Cobiz Wealth
Colorado
$465K -$67.3K -2,220 -13%
Ameriprise
45
Ameriprise
Minnesota
$393K +$23.1K +762 +6%
IT
46
Independence Trust
Tennessee
$372K -$5K -165 -1%
WAM
47
Wealthspire Advisors (Maryland)
Maryland
$329K
Citigroup
48
Citigroup
New York
$309K -$10.2K -336 -3%
M&T Bank
49
M&T Bank
New York
$283K
FA
50
FDx Advisors
Illinois
$275K +$7.55K +249 +3%